“For the last five or six years, a thesis for an equity investor was that they would get bought out because the perception is they [Pioneer] were one of the best operators”

by Aptus PM Team | Apr 11, 2023 | Market Notes, Media Notes

Pioneer Natural Stock Is a Top Gainer on the S&P 500. Here’s Why       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

Decision Inputs

by JD Gardner | Apr 4, 2023 | Market Updates

Decisions are easier to make if conviction of outcome is high, and/or the tradeoff profile is attractive enough. Even if (you think) you know the outcome of an event, if the tradeoff profile is poor then what? Let’s use a real-time example: Given that it’s the NCAA...

“I think that they’ll want to speak with a little more hawkish tone than just the need for higher for longer, which I think could flat-foot the market a bit”

by Marketing | Mar 23, 2023 | Market Notes, Media Notes

 Stocks slide following Fed’s rate hike, Dow sheds more than 500 points: Live updates       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“Luckily, this go-around is not due to meme investors, but an actual tangible fundamental event”

by Marketing | Mar 23, 2023 | Market Notes, Media Notes

GameStop soars on short squeeze after swinging to profit, meme stocks rally       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“[Following the collapse of the SVB’s stock], bank stocks remained under pressure from “risk-off sentiment” and questions about systemic risks to the industry”

by Marketing | Mar 10, 2023 | Market Notes, Media Notes

Silicon Valley Bank scrambles to reassure clients after 60% stock wipe-out       Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...